Texas Yale Capital Corp’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
5,206
+255
| +5% | +$139K | 0.09% | 153 |
|
|
2025
Q1 | $2.45M | Buy |
4,951
+21
| +0.4% | +$10.4K | 0.1% | 168 |
|
|
2024
Q4 | $2.57M | Hold |
4,930
| – | – | 0.1% | 160 |
|
|
2024
Q3 | $2.42M | Hold |
4,930
| – | – | 0.11% | 164 |
|
|
2024
Q2 | $2.19M | Hold |
4,930
| – | – | 0.1% | 163 |
|
|
2024
Q1 | $1.97M | Buy |
4,930
+46
| +0.9% | +$18.4K | 0.09% | 174 |
|
|
2023
Q4 | $1.65M | Sell |
4,884
-1
| -0% | -$337 | 0.08% | 194 |
|
|
2023
Q3 | $1.43M | Hold |
4,885
| – | – | 0.06% | 194 |
|
|
2023
Q2 | $1.67M | Sell |
4,885
-14
| -0.3% | -$4.79K | 0.08% | 187 |
|
|
2023
Q1 | $1.25M | Sell |
4,899
-270
| -5% | -$69K | 0.06% | 217 |
|
|
2022
Q4 | $1.37M | Buy |
5,169
+14
| +0.3% | +$3.72K | 0.08% | 205 |
|
|
2022
Q3 | $966K | Sell |
5,155
-15
| -0.3% | -$2.81K | 0.06% | 235 |
|
|
2022
Q2 | $1.04M | Sell |
5,170
-60
| -1% | -$12K | 0.07% | 225 |
|
|
2022
Q1 | $1.58M | Buy |
5,230
+60
| +1% | +$18.1K | 0.09% | 192 |
|
|
2021
Q4 | $1.86M | Buy |
5,170
+85
| +2% | +$30.5K | 0.09% | 181 |
|
|
2021
Q3 | $1.69M | Buy |
+5,085
| New | +$1.69M | 0.1% | 186 |
|
|
2020
Q4 | – | Sell |
-4,815
| Closed | -$1.14M | – | 438 |
|
|
2020
Q3 | $1.14M | Buy |
4,815
+15
| +0.3% | +$3.55K | 0.09% | 200 |
|
|
2020
Q2 | $912K | Buy |
4,800
+300
| +7% | +$57K | 0.07% | 220 |
|
|
2020
Q1 | $743K | Buy |
4,500
+1,908
| +74% | +$315K | 0.07% | 230 |
|
|
2019
Q4 | $511K | Buy |
+2,592
| New | +$511K | 0.04% | 325 |
|
|
2019
Q3 | – | Sell |
-1,575
| Closed | -$275K | – | 452 |
|
|
2019
Q2 | $275K | Buy |
+1,575
| New | +$275K | 0.02% | 402 |
|